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In this episode of the PFS Podcast, Mark Paller, Jamison White, and Mark Mogle dive deep into tax planning strategies that can help you maximize savings while staying compliant with the law. They break down the difference between tax planning and tax evasion, emphasizing why misinformation on social media can lead to costly mistakes. The discussion covers key tax-saving opportunities, including retirement contributions, health savings accounts, and charitable giving. With potential tax law changes on the horizon, they also explore how policy shifts could impact your financial future. Tune in to ensure you're making the right tax moves and not leaving money on the table.
By Paller Financial ServicesIn this episode of the PFS Podcast, Mark Paller, Jamison White, and Mark Mogle dive deep into tax planning strategies that can help you maximize savings while staying compliant with the law. They break down the difference between tax planning and tax evasion, emphasizing why misinformation on social media can lead to costly mistakes. The discussion covers key tax-saving opportunities, including retirement contributions, health savings accounts, and charitable giving. With potential tax law changes on the horizon, they also explore how policy shifts could impact your financial future. Tune in to ensure you're making the right tax moves and not leaving money on the table.